Senior Tax Associate

Primary Responsibilities:

• Tax planning and preparation for high-net-worth individuals and their related entities.
• Performing first reviews on certain individual and fiduciary returns.
• Ensuring compliance with all federal and state filing requirements on behalf of clients.

Qualifications:

• A Bachelor’s degree in Finance or Accounting with 3+ years’ relevant experience.
• Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills.
• Ability to work individually and in a team atmosphere.

Preferred qualifications:

• CPA, CPA candidate or EA granting the ability to represent clients before the IRS.
• Experience preparing multi-state returns.
• Experience with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax™ Planner .